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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,040 | $63,924-9.2% | $108,582-46.5% | $55,167+5.2% |
| Participation rate | 43.0% | 74.3%-31.4pp | 79.6%-36.6pp | 69.0%-26.0pp |
| Annual return | 8.50% | 15.31%-6.8pp | -51.70%+60.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,999 | $3,067-2.2% | $4,311-30.4% | $3,054-1.8% |
| Admin fee / account holder | $7,555 | $618+1123.1% | $7,645-1.2% | $504+1399.2% |